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Daegis Inc. Message Board

friendofthetrend 200 posts  |  Last Activity: 7 hours ago Member since: Jan 5, 2001
  • Reply to

    ClearAg Prime release

    by friendofthetrend Dec 9, 2014 10:50 PM
    friendofthetrend friendofthetrend Dec 11, 2014 11:13 AM Flag

    As I see it, taraction and market response to Ag products was good so they pivoted a bit and put time and money there.
    From prior CC

    SA Transcripts, CEO Abbas Mohaddes on Q4 2014 Results - Earnings Call Transcript
    Sep. 3, 2014
    So about six months ago, we formalized our product and services in three different categories ... iPeMS to focus on the traffic management, ClearPath Weather to focus on weather primarily the public agencies and then ClearPath Ag to focus on agribusiness. And the latter ... is really experiencing a significant traction, so therefore we are spending quite a bit of R&D into this.

    Now, as far as the revenue, we would expect that the legacy revenue that we have enjoyed from the iPeMS public that ranges about maybe $6 million, $7 million a year to continue grow, and then the revenue from agribusiness software we believe that although we are experiencing some small amount of revenue, but it will take a few quarters before that really accelerates.

    I would it this way I would be disappointed, if we did not reach to a double-digit revenue within a year to 18 months. Our plan is to really accelerate our development, to have the kind of products that our customers could use and then be able to generate revenue for us.

  • Reply to

    ClearAg Prime release

    by friendofthetrend Dec 9, 2014 10:50 PM
    friendofthetrend friendofthetrend Dec 11, 2014 10:56 AM Flag

    Well,I think of it this way. ITI has struck deals that gives them a pipeline into the market for precision Ag. Now they need to put products to put into the pipe. In CC they said they may get several more channels.
    ********
    From CC:

    ...as we get these new partners, we are beginning to generate backlog and it will take some time before it turns into revenue in this significant way.

    ....A key product that we need to launch that’s scheduled for December, as I indicated, is the sole content and then subsequent to that in March the mobile API. These are two significant products that we expect generating a much larger magnitude in a way of subscription.

    ...subscription services should range up to enterprise cloud arrangements that are realizing subscription revenue from $5,000 per month to more than $100,000 per month per customer

    I would envision that by the end of the third quarter, we begin to seeing some of that revenue and then it gradually would expand. As I indicated a key two additional products that would help us to be on the upper end of those subscriptions is the soil moisture and then the mobile content, those are two significant products that we are developing that the customers are demanding at the moment and we are lining them up for those types of products.

    ********

  • Reply to

    $10 a share

    by friendofthetrend Dec 10, 2014 8:12 PM
    friendofthetrend friendofthetrend Dec 11, 2014 8:23 AM Flag

    Mr. Roy W. Olivier
    President and CEO
    ARI Network Services, Inc.

    Dear Roy,

    Park City Capital, LLC is a private investment firm based in Dallas, TX. As you know from prior conversations, investment funds that we manage have acquired a 7.0%1 interest in ARI Network Services, Inc. (“ARI” or “ARIS” or the “Company”) bringing our position to 1,000,000 shares of common stock. Based on publicly available data, it is our understanding that we are ARI’s fourth largest shareholder. We have acquired this stake in the open market over the past couple months, as we think the shares are significantly undervalued.

    We would like to congratulate you on your accomplishments since joining the Company in 2006 and becoming CEO in 2008. Since our first meeting on September 18th, we have performed extensive due diligence on ARI and we believe management’s stated strategy to grow through a combination of organic growth and acquisitions will create significant shareholder value and we believe that ARIS will be worth approximately $8 per share over the next 24 months, which is very compelling.

    In addition, as we articulated when we had lunch in Dallas on November 20th, we believe that if the Company could accelerate its acquisition strategy, we think ARIS could be worth $10 per share over the next 24 months and at that point, we believe a strategic buyer would pay a significant premium to acquire the Company. We were delighted at your openness to listen to our ideas and your general shareholder friendly demeanor. We are excited about the growth prospects for the Company and believe ARI is positioned very well to maximize shareholder value.

    In addition to our willingness to help facilitate our proposal, we would gladly accept a seat on the Company’s Board of Directors. We believe we could add the perspective of the institutional investment community and help raise the Company’s profile within the investment community. In addition, we have relationships within the investment banking community that could accelerate the Company’s ability to maximize shareholder value and ultimately facilitate a sale of the Company.

    We have written an extensive research report on ARIS and plan to publish the report on our website.

  • friendofthetrend by friendofthetrend Dec 10, 2014 8:12 PM Flag

    Park City Capital, in Letter to Company, Says Believes Ari Network Services Could Be Worth $10/Share Over Next 24 Months by Accelerating tts Acquisition Strategy

    Read more: http://www.benzinga.com/news/14/12/5069858/park-city-capital-in-letter-to-company-says-believes-ari-network-services-could-b#ixzz3LXzZQHba

  • UPDATE: Park City Capital Reports 7.04% Stake in Ari Network Services as of December 3

    google it.

  • friendofthetrend by friendofthetrend Dec 10, 2014 7:31 PM Flag

    December 10, 2014

    Orbcomm Inc has been rated a Strong Buy by First Call, a division of Thomson Reuters. The company is expected to see huge positives in the future, as per the consensus. http://ficonewsmedia.com/company-consensus-rating-orbcomm-inc-thomson-reuters-corp/311592/

  • Reply to

    Too Bad

    by rdonald2000 Dec 10, 2014 4:02 PM
    friendofthetrend friendofthetrend Dec 10, 2014 7:20 PM Flag

    AXGN is in an uptrend for last 6months, with higher highs and higher lows.

    There's a golden cross forming, with the 50dma crossing the 200dma. Insider buying is very positive, considering the current price.

    Looks like it could go to $2.70 but it'll probably bounce hard when sellers are exhausted. As long as there's continued sequential, quarterly, top line growth, the trend is up.IMO.

  • friendofthetrend by friendofthetrend Dec 9, 2014 10:50 PM Flag

    Quoting my Nov. 15 post:

    "There should be some new product announcement in Dec if everything is on track. That product will help with the "value proposition."

    ThisClearAg was mentioned in the last CC. Getting it out there is major step towards getting ROI in iperform.

    Next 6 months should be interesting and, hopefully, rewarding.

  • Reply to

    NY Times

    by douglasstein72 Dec 6, 2014 4:51 PM
    friendofthetrend friendofthetrend Dec 8, 2014 12:31 PM Flag

    "65% of credit unions between $50 million and $15 billion in assets had an app, compared to 51% of banks in that same asset range"

    The late comers have to get on board.

    “I would say that financial institutions that do not have mobile banking will not exist in the future,” Elizabeth Cooper, a professor of finance who teaches banking classes at La Salle University in Philadelphia, said. “Everyone will be using some form of mobile banking and payment in the future and banks without that capability will not be able to compete.”

    So this and 'through the roof" are, to me, the underlying impetuses of a hockey stick curve directly ahead.

    The years it took to get the above mentioned "65% and 51%" should turn to months to get the remainder of those who want to "exist in the future".

    The revenues will go up exponentially, I'd suspect, because we will be comparing a slow uptake- with fewer end users having a smart phone- to a rapid uptake, with much more having a smart device. Add to that, the rasing of limits on deposits and keep in mind many issues have been resolved that had once been inhibiting the first group of early adopters and one should really get the feel of the hockey stick.

    There may still be some lumpinessw but not nearly as much.

    The lawsuits are resolved, making the company much more "investable".

    So if institutions want hockey sicks , there arn't that many around taking place right now so they may have to look hard at Mitek. So there's another PPS catalyst .

    We all predicted this too early-- so I'm guilty of that misread too but it's happening now, imo. Timing is everything.

  • Reply to

    NY Times

    by douglasstein72 Dec 6, 2014 4:51 PM
    friendofthetrend friendofthetrend Dec 8, 2014 10:31 AM Flag

    "through the roof"

    http://www.cutimes.com/2014/12/07/anticipating-users-desires-frames-2015-forecast

    Must read update on state of adoption of MD MPBP.

  • friendofthetrend by friendofthetrend Dec 5, 2014 8:45 PM Flag

    "We believe 2015 should be a break-out year for the company as an expanded and e-tooled sales effort begins to take hold and it shows traction in new markets. We are initiating coverage with a BUY rating and $4 price target, which is based on a 5.0x multiple on our 2015 revenue estimate," he added.

    http://www.streetinsider.com/Analyst+Comments/Lake+Street+Capital+Markets+Starts+AxoGen,+Inc.+%28AXGN%29+at+Buy/10047813.html

    Estimates suggest that around 700,000 peripheral nerve repair surgeries are performed every year across the world.The global nerve repair and regeneration market is valued at $4.5 billion in 2013 and is poised to reach $7.5 billion by 2018, at a CAGR of 11.5%.
    November 25, 2014
    http://www.marketsandmarkets.com/PressReleases/nerve-repair-regeneration.asp

  • Not too much in the video but interesting claim made by Iteris.
    https://www.youtube.com/watch?v=r08C5deuOSU
    Published on Dec 3, 2014
    Iteris has achieved major inroads with a number of successes and product type approvals in several cities / countries within the Middle East Region in 2014. Iteris is excited about its continued growth in the Middle East region.

  • Data has always been the centerpiece of precision ag,” he says. “That will not change. Detailed, site-specific data are what builds site-specific management.”

    Crop IMS’ Wilson concurs. “The move to create ‘Big Data’ datasets has to be the most significant trend so far for 2014,” he says. “Several companies are working to build large datasets to offer solutions to the industry centered on accumulating data, de-identifying data for various purposes and applying social media-like ad revenue models as appropriate. Words can’t even explain the amount of money that has been spent to develop these products over the past 12 months, and venture capital funds seem to be rushing to this space hoping to fund the next Google or Facebook.”

    http://www.precisionag.com/guidance/variable-rate/2014-precision-ag-top-5-technologies/3/

  • Reply to

    Odetics and Ford

    by friendofthetrend Nov 28, 2014 6:45 PM
    friendofthetrend friendofthetrend Dec 5, 2014 8:23 PM Flag

    Thanks . Have NATR on my radar.

  • http://www.powersportsbusiness.com/features/2014/12/05/ari-launches-mobile-app-for-dealers-at-aimexpo/

  • friendofthetrend by friendofthetrend Dec 5, 2014 12:13 PM Flag

    https://www.youtube.com/watch?v=WjME3LlWFIA

  • Joseph Mondato.... on 12/1/14.

  • friendofthetrend by friendofthetrend Dec 5, 2014 7:44 AM Flag

    http://seekingalpha.com/article/2731945-amphastar-pharmaceuticals-amph-q3-2014-results-earnings-call-transcript?part=single

  • Reply to

    Odetics and Ford

    by friendofthetrend Nov 28, 2014 6:45 PM
    friendofthetrend friendofthetrend Dec 4, 2014 8:55 PM Flag

    I noticed you posted on NATR. Still holding it? Looks interesting-- with China deal.
    Wynnefield Partners has good sized stake. They just made a nice profit on ARIS. Another stock I own. I like their picks.

  • friendofthetrend friendofthetrend Dec 2, 2014 10:40 PM Flag

    I saw that today and I'm not sure if it's accurate.Something may not be right there,imo. No PR?

DAEG
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